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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$288K +$23.2K +102 +9%
PFA
727
Pure Financial Advisors
California
$287K – – –
S
728
SignatureFD
Georgia
$285K +$3.19K +14 +1%
AAS
729
Avantax Advisory Services
Texas
$284K -$64.5K -283 -19%
AAM
730
Aureus Asset Management
Massachusetts
$283K +$272K +1,193 New
LOPW
731
Live Oak Private Wealth
North Carolina
$281K +$4.79K +21 +2%
RWP
732
Ridgecrest Wealth Partners
California
$279K +$2.73K +12 +1%
RWB
733
RMR Wealth Builders
New Jersey
$278K -$10.7K -47 -4%
TA
734
Tamarack Advisers
California
$276K -$19.6M -86,136 -99%
CWP
735
Concord Wealth Partners
Virginia
$276K -$17.5K -77 -6%
AP
736
Atwood & Palmer
Missouri
$276K – – –
NAM
737
NTV Asset Management
West Virginia
$276K – – –
RP
738
Rice Partnership
Hawaii
$276K – – –
V
739
VeraBank
Texas
$276K – – –
WWM
740
Windsor Wealth Management
Indiana
$276K – – –
FGAM
741
Financial Gravity Asset Management
Texas
$276K +$3.42K +15 New
ITFISA
742
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$276K – – –
GA
743
GFS Advisors
Texas
$275K +$265K +1,161 New
BAM
744
Brave Asset Management
New Jersey
$274K -$33.9K -149 -11%
Cerity Partners
745
Cerity Partners
New York
$270K +$684 +3 +0.3%
HIS
746
Harvest Investment Services
Illinois
$269K -$35.5K -156 -12%
CS
747
Cannell & Spears
New York
$268K -$79.5K -349 -24%
SIM
748
SSI Investment Management
California
$268K -$228 -1 -0.1%
SCM
749
SKBA Capital Management
California
$268K – – –
FA
750
FDx Advisors
Illinois
$265K +$20.5K +90 +9%